Institutional Fund
Pfg Investments, LLC
Woodbury, NYCIK 19732245 filings on record
Portfolio Value
$2.15B
Q1 2026
Holdings
1,191
Reported positions
New Buys
131
Opened this quarter
QoQ Change
+1.1%
from $2.12B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc6.2%
- Nvidia Corporation3.4%
- Tesla Inc2.4%
- Microsoft Corp2.3%
- J P Morgan Exchange Traded F2.2%
- Amazon Com Inc1.7%
- Other81.8%
Portfolio Holdings
1,191 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 527.6K | $133.89M | 6.2% | −4.0K | Reduced |
| 2 | Nvidia Corporation | 420.1K | $73.26M | 3.4% | +4.4K | Added |
| 3 | Tesla Inc | 137.0K | $50.94M | 2.4% | +55 | Added |
| 4 | Microsoft Corp | 134.2K | $49.67M | 2.3% | +6.0K | Added |
| 5 | J P Morgan Exchange Traded F | 920.3K | $46.58M | 2.2% | −20.1K | Reduced |
| 6 | Amazon Com Inc | 176.9K | $36.84M | 1.7% | +4.5K | Added |
| 7 | Cornerstone Strategic Invest | 4.12M | $30.02M | 1.4% | +1.13M | Added |
| 8 | Spdr S&P 500 ETF Tr | 45.5K | $29.56M | 1.4% | +511 | Added |
| 9 | Select Sector Spdr Tr | 203.7K | $27.08M | 1.3% | +33.1K | Added |
| 10 | Pimco Dynamic Income Fd | 1.53M | $26.10M | 1.2% | +73.4K | Added |
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